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RIA / WealthAdvisorCertified Financial Planner14 years in industry

CHARLOTTE ANNE MORGAN

Advisor at FAMILY FINANCIAL

MANHATTAN BEACH, CA | MOORE, SC

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Search this name across graphsid dfx:ria:d30bd816-a9da-b861-b6f3-14b1f2a8b09d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 23, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAMILY FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 19, 2013
First registration: Sep 23, 2013
Dual registered: no
Other names: Charlotte Anne Jacobs
IAPD individual key: 6124213

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FAMILY FINANCIAL	Independent wealth	Aug 19, 2026	n/a	yes	MOORE, SC\|MANHATTAN BEACH, CA	Current employment
CREATIVE PLANNING	Independent wealth	Jan 4, 2022	Nov 20, 2025	no	Charleston, SC\|OVERLAND PARK, KS\|Duncan, SC\|Mt. Pleasant, SC\|Moore, SC	Previous registration
JBJ INVESTMENT PARTNERS, LLC	Former SEC adviser	May 30, 2019	Jan 4, 2022	no	CHARLESTON, SC	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 23, 2013	May 30, 2017	no	SPARTANBURG, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING	FAMILY FINANCIAL	Nov 20, 2025	Aug 19, 2026	272	Firm change	RIA to RIA
JBJ INVESTMENT PARTNERS, LLC	CREATIVE PLANNING	Jan 4, 2022	Jan 4, 2022	0	Firm change	RIA to RIA
CETERA ADVISOR NETWORKS LLC	JBJ INVESTMENT PARTNERS, LLC	May 30, 2017	May 30, 2019	730	Firm change after gap	Other

Relationships

Registered with (4)

→ FAMILY FINANCIALRegistered adviserregistration: current employment
Aug 19, 2026 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Jan 4, 2022 to Nov 20, 2025factForm ADV
→ JBJ INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
May 30, 2019 to Jan 4, 2022factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 23, 2013 to May 30, 2017factForm ADV

Dated events

Occurred
Nov 20, 2025
Advisor changed firm
Charlotte Anne Morgan left Creative Planning for Family Financial (registered 2026-08-19)
Form ADVobserved 4 days ago
Occurred
Jan 4, 2022
Advisor changed firm
Charlotte Anne Morgan left Jbj Investment Partners, Llc for Creative Planning (registered 2022-01-04)
Form ADVobserved 4 days ago